Home Financial Advisor How you can Keep away from Monetary Disasters

How you can Keep away from Monetary Disasters

How you can Keep away from Monetary Disasters


I’m genuinely excited a few new presentation I’ve been engaged on because the holidays: How you can Keep away from Monetary Disasters.

My profession in finance has coincided with a tremendous string of disasters, starting from the analyst scandal, IPO spinning, and accounting restatements, to say nothing of Enron, Bernie Madoff, and FTX.

The TL:DR model: there are three large issues that HNW and UHNW traders that result in a devastating lack of capital:

1. Dropping cash themselves;
2. Entrusting their capital to another person who loses it for them;
3. Having a con-man steal their cash.

Notice that drawdowns, volatility, and regular ups and downs of markets will not be a part of this.

The presentation delves into why you make unhealthy choices round cash, and what you are able to do to enhance your decision-making course of. You may defend your capital, sleep nicely at evening, use your cash purposefully, and have one thing left over to go away to your grandkids.

How are you going to accomplish this? Come by and see what you possibly can study the right way to:

-Enhance your resolution making
-Consider opportunites, managers, funds, and alts.
-Keep away from pricey errors
-Take away traditional pitfalls
-Create a strong, bullet-proof portfolio

It’s going to be essentially the most invaluable 45 minutes you’ll spend this yr desirous about your investments.


Register right here:

How you can Keep away from Monetary Disasters: A Information for the Extremely-Excessive-New-Price Investor

Tuesday, February 21, 2023, at 10:15 am

New York Marriott on the Brooklyn Bridge situated at:
333 Adams Road
Brooklyn, NY 11201



Why We Do What We Do (April 24, 2017)

Recommendation for Wealthy Uncles and Others . . . (August 10, 2007)

What’s your Worth Add ? (April 12, 2018)


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